Your Personal Money Mentor

Just like a coach for a sports team, as a financial coach it’s my job to teach you the knowledge and skills you need to play and win the game of money. I will help you understand the basics of personal finance and help you develop and maintain healthy financial habits, while encouraging you from the sidelines. Financial coaching is all about you. It’s about understanding your current situation and developing a custom plan to help you crush your financial goals. Whether you are burdened by debt, need help creating a budget, or want to get on the same page with your spouse, I can help and will walk with you every step of the way. 

One-on-One Financial Coaching Can Help You:

Eliminate Debt

  • Student Loans
  • Car Loans
  • Credit Cards

Save Money

  • Emergencies
  • Major Purchases

Live On A Budget

  • Track Financial Goals
  • Control Spending

Build Wealth

  • Give Generously
  • Leave a Legacy

3 Easy Steps to Financial Security

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1. SCHEDULE A CALL

In 30 minutes we will begin to understand where you are, what you want and talk about how financial coaching will help you get there. The first initial meeting is always free. 

2. DEVELOP A PLAN

During your coaching, you can expect me to listen to and address your most pressing financial needs while collaboratively developing a personalized plan to help you gain knowledge and confidence.

3. TAKE ACTION

Through guidance, accountability, and encouragement you will successfully work on your plan to reach your goals. We will meeting to make adjustments as needed. 

Schedule a Call

Please note the pricing options below. The first initial meeting is always free.

Coaching Option 1:

One & Done *
$100/Session
  • This option is best for people that want to discuss a specific financial topic or get a second opinion from a professional regarding a specific financial decision you may be facing. If you don’t have an ongoing need this is the option for you.

Coaching Option 2:

Debt Reduction*
$500/Package
  • This option is for people that want to focus on credit repair and debt reduction. I will work with you to craft a plan to help raise your FICO score and reduce your debt. This 3 month coaching option consists of 6 sessions (Two per month)

Coaching Option 3:

Complete Financial Overhaul*
$800/Package
  • This option is best for people that want to have a comprehensive look at the foundation of their finances. With this option I will help you create a plan to reach your goals, reduce debt, save money, review insurance needs and much more. This 5 month coaching option consists of 10 sessions (Two per month)

Coaching Option 4:

Investment Review*
$1200/Package
  • This option is best for people that want to have a comprehensive look at their investments and create a plan for retirement. Review asset allocation, help with investment recommendations, modeling for retirement and risk tolerance assessment. 

*Disclaimers: Financial coaching sessions are not designed to address or give advice on the following topics

  • Legal Matters

  • Tax issues